1y return+16.1%S&P 500 +20.9%
3y return+47.1%S&P 500 +68.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2021: $131 against $157 in the S&P 500.2
MSH Capital Advisors LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $52.9M | 9.2% | +7.0% |
| VEAVanguard Tax-managed Fds | $18.7M | 3.3% | +8.7% |
| SDYSpdr Series Trust | $14.1M | 2.5% | +1.3% |
| SCHGSchwab Strategic Tr | $11.6M | 2.0% | +7.4% |
| JPMJpmorgan Chase & Co | $10.9M | 1.9% | +17.2% |
| SCHDSchwab Strategic Tr | $10.9M | 1.9% | +5.7% |
| IEFAIshares Tr | $9.7M | 1.7% | +2.8% |
| IVVIshares Tr | $9.7M | 1.7% | −1.0% |
| VYMVanguard Whitehall Fds | $8.9M | 1.5% | +12.3% |
| MSFTMicrosoft Corp | $8.8M | 1.5% | +13.5% |
| VUGVanguard Index Fds | $8.6M | 1.5% | +14.8% |
| IVWIshares Tr | $7.8M | 1.4% | +8.7% |
| GOOGLAlphabet Inc | $7.2M | 1.3% | +15.2% |
| BRK/BBerkshire Hathaway Inc Del | $7.1M | 1.2% | +5.1% |
| IJHIshares Tr | $6.8M | 1.2% | +6.1% |
| NOBLProshares Tr | $6.5M | 1.1% | +7.4% |
| IJRIshares Tr | $6.4M | 1.1% | −1.0% |
| NVDANvidia Corporation | $6.3M | 1.1% | +55.6% |
| KOCoca Cola Co | $6.0M | 1.0% | |
| AMZNAmazon Com Inc | $5.8M | 1.0% | +17.6% |
| JNJJohnson & Johnson | $5.7M | 1.0% | +7.1% |
| Exxon Mobil CorpCUSIP 30231G102 | $5.5M | 0.9% | |
| VXUSVanguard Star Fds | $5.4M | 0.9% | +9.7% |
| SCZIshares Tr | $5.3M | 0.9% | |
| VOOVanguard Index Fds | $5.2M | 0.9% | +55.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | December 31, 2022 | +1269.2% | $6.3M |
| Seagate Technology Hldngs PlCUSIP G7997R103 | December 31, 2021 | +754.1% | $4.3M |
| GOOGLAlphabet Inc | December 31, 2021 | +146.7% | $7.2M |
| Exxon Mobil CorpCUSIP 30231G102 | December 31, 2021 | +123.4% | $5.5M |
| JPMJpmorgan Chase & Co | December 31, 2021 | +106.7% | $10.9M |
| SPYMSpdr Series Trust | June 30, 2022 | +98.2% | $4.4M |
| ABBVAbbvie Inc | December 31, 2021 | +85.8% | $4.5M |
| QQQInvesco Qqq Tr | December 31, 2021 | +85.1% | $3.9M |
| BRK/BBerkshire Hathaway Inc Del | December 31, 2021 | +67.4% | $7.1M |
| SCHGSchwab Strategic Tr | December 31, 2021 | +65.3% | $11.6M |
Sold off last quarter
- SPGSimon Ppty Group Inc New was $893K
- QQQMInvesco Exch Traded Fd Tr II was $768K
- TMSLT Rowe Price Etf Inc was $392K
- Honeywell Intl IncCUSIP 438516106 was $365K
- NOCNorthrop Grumman Corp was $312K
- TECKTeck Resources Ltd was $273K
- CRMSalesforce Inc was $236K
- SPMDSpdr Series Trust was $230K
- BPBp PLC was $217K
- PALLAbrdn Palladium Etf Trust was $211K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.3% | +14.8% |
| March 31, 2026 | −1.0% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +5.8% | +7.8% |
| June 30, 2025 | +5.6% | +10.5% |
| March 31, 2025 | −0.3% | −4.6% |
| December 31, 2024 | −1.2% | +2.1% |
| September 30, 2024 | +7.8% | +5.4% |
| June 30, 2024 | −0.0% | +4.0% |
| March 31, 2024 | +7.0% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −3.6% | −3.6% |
| June 30, 2023 | +3.1% | +8.3% |
| March 31, 2023 | +4.1% | +7.0% |
| December 31, 2022 | +7.9% | +7.1% |
| September 30, 2022 | −6.2% | −5.3% |
| June 30, 2022 | −14.8% | −16.5% |
| March 31, 2022 | −4.0% | −4.9% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: MSH Capital Advisors LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2056306&type=13F-HR&dateb=&owner=include&count=40CIK 2056306
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2056306/000142050626001502/Filed August 11, 2026 · accession 0001420506-26-001502